FSUOX Mutual Fund

NAV$11.22

TER0.31%

Holdings9

See how much of FSUOX you already own

Just $25 once·$99/mo·Download sample

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FSUOX Mutual Fund

NAV$11.22

Fidelity Sustainable Target Date Retirement Fund Class K

TER0.31%

Holdings9

See how much of FSUOX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FSUOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSUOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSUOX Mutual Fund Overlap Analysis

FSUOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FSUOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSUOX may share significant positions with broad-market funds.

FSUOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSUOX tax-loss harvesting finds highly correlated but non-identical funds.